Taikisha Ltd. · TSE:1979

Taikisha — FY2025 Earnings Presentation

43 slides from Taikisha's earnings presentation, May 15, 2025

1. Slide 1: RAB ELA St

   RAB ELA St AG AS 2025-3 AHA(2024E) MWe a y= tre]

2. Slide 2: INDEX

   INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 2

3. Slide 3: INDEX

   INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 3

4. Slide 4: Copyright 2025 Taikisha Ltd., All Rights Reserved.

   2025 3 2,774 2,762 199 110 + 5.3 % - 5.9 % + 0.4 % - 29.3 % Copyright 2025 Taikisha Ltd., All Rights Reserved. 4

5. Slide 5: 0.5pt 0.5pt -1.3pt

   2025 3 2024 3 2025 3 2025 3 ※2 2,635 2,774 138 2,670 104 2,935 2,762 -173 2,690 72 198 199 0 180 19 6.8% 7.2% 0.5pt 6.7% 0.5pt 156 110 -45 123 -12 5.3% 4.0% -1.3pt 4.6% -0.6pt ROE 11.6% 7.6% -4.0pt 8.4% -0.8pt EPS※1 235.97円 169.44円 -66.53円 - - ※1 2025 4 1 ※2 3 ▍ ▍ 2024 3 2025 3 70 3 US 140.55 151.47

6. Slide 6: Copyright 2025 Taikisha Ltd., All Rights Reserved.

   ▍ 3,000 2,935 2,886 2,774 2,762 2,635 214 2,500 2,418 2,318 2,321 2,217 2,183 2,198 2,254 2,269 2,253 2,092 2,147 198 199 184 2,124 2,025 1,873 2,006 2,004 2,000 1,836 154 150 159 1,500 123 130 130 124 122 98 108 94 1,000 95 64 500 34 0 4 2015.3 2016.3 2017.3 2018.3 2019.3 2020.3 2021.3 2022.3 2023.

7. Slide 7: Copyright 2025 Taikisha Ltd., All Rights Reserved.

   2025 3 ▍ 198 199 Copyright 2025 Taikisha Ltd., All Rights Reserved. 7

8. Slide 8: ROE 0.5pt

   2026 3 ▍ 2025 3 2026 3 2,774 3,620 845 2,762 2,790 27 179 171 -8 199 182 -17 110 120 9 ROE 7.6% 8.1% 0.5pt ▍ ▍ 2025 3 2026 3 2026 3 US 151.47 146.00 4.31 4.40 14 0.7 21.04 20.60 1.81 1.74 Copyright 2025 Taikisha Ltd., All Rights Reserved. 8

9. Slide 9: Copyright 2025 Taikisha Ltd., All Rights Reserved.

   2026 3 ▍ 199 182 Copyright 2025 Taikisha Ltd., All Rights Reserved. 9

10. Slide 10: INDEX

    INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 10

11. Slide 11: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    2025 3 2024 3 2025 3 2025 3 ※ 2,635 2,774 138 2,670 104 1,484 1,372 -111 1,325 47 1,151 1,401 250 1,345 56 1,719 1,791 72 1,750 41 362 537 175 525 12 1,356 1,254 -102 1,225 29 916 982 65 920 62 ※ 3 Copyright 2025 Taikisha Ltd., All Rights Reserved. 11

12. Slide 12: 7.0pt -0.6pt

    2025 3 2024 3 2025 3 2025 3 ※ 1,719 1,791 72 1,750 41 362 537 175 525 12 1,356 1,254 -102 1,225 29 897 650 -247 625 25 459 603 144 600 3 26.7% 33.7% 7.0pt 34.3% -0.6pt ※ 3 ▍ ▍ 2500 +2.4% 3000 +4.2% 2500 2,080 2000 1,750 1,791 2000 1,719 1,791 1500 603 771 600 1500 459 603 1000 1000 625 650 947 897 6

13. Slide 13: 5.7pt 0.2pt

    2025 3 2024 3 2025 3 2025 3 ※ 916 982 65 920 62 224 184 -39 175 9 692 797 105 745 52 75.5% 81.2% 5.7pt 81.0% 0.2pt ※ 3 ▍ ▍ ( ) ( ) 1400 1400 +7.2% 1200 +6.7% 1200 982 982 1000 916 1000 920 805 800 800 600 600 797 692 797 745 587 400 400 200 200 217 224 184 175 184 0 0 2023.3 2024.3 2025.3 2025.3 202

14. Slide 14: A B C

    2025 3 2023 3 2024 3 2025 3 A B C B A C B 2,886 2,635 2,774 -251 138 2,147 2,935 2,762 787 -173 2,582 2,335 2,398 -247 63 1,828 1,414 1,532 -414 118 436 390 560 -45 169 1,392 1,023 972 -369 -51 754 921 866 167 -55 ▍ 0 500 1,000 1,500 2,000 2,500 2023.3 436 737 655 265 488 2,582 2024.3 390 617 405 35

15. Slide 15: 0.5pt 0.5pt 1.2pt

    2025 3 2024 3 2025 3 2025 3 ※ 2,935 2,762 -173 2,690 72 1,557 1,445 -111 1,453 -7 1,377 1,316 -61 1,237 79 2,165 1,694 -470 1,690 4 407 368 -39 370 -1 1,757 1,325 -431 1,320 5 770 1,067 297 1,000 67 198 199 0 180 19 6.8% 7.2% 0.5pt 6.7% 0.5pt 170 152 -17 136 16 7.9% 9.0% 1.2pt 8.0% 1.0pt 28 42 14 41

16. Slide 16: 1.6pt 0.0pt 1.2pt

    2025 3 2024 3 2025 3 2025 3 ※ 2,165 1,694 -470 1,690 4 407 368 -39 370 -1 1,757 1,325 -431 1,320 5 1,017 719 -297 715 4 740 606 -133 605 1 34.2% 35.8% 1.6pt 35.8% 0.0pt 170 152 -17 136 16 7.9% 9.0% 1.2pt 8.0% 1.0pt ※ 3 ▍ ▍ -21.8% 400 2,500 350 2,500 +0.2% 300 2,165 250 2,000 1,718 740 1,694 300 250

17. Slide 17: -16.3pt 3.3pt 0.3pt

    2025 3 2024 3 2025 3 2025 3 ※ 770 1,067 297 1,000 67 132 357 225 368 -10 637 710 72 632 78 82.8% 66.5% -16.3pt 63.2% 3.3pt 28 42 14 41 1 3.6% 4.0% 0.3pt 4.1% -0.1pt ※ 3 ▍ ▍ ( ) ( ) ( ( +6.8% +38.6% 1,067 60 1,067 1030 1035 1,000 60 50 50 830 770 835 710 40 710 40 630 635 632 30 30 429 637 430 435 42

18. Slide 18: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    2026 3 2025 3 2026 3 2,774 3,620 845 1,372 1,829 456 1,401 1,791 389 1,791 2,355 563 537 585 47 1,254 1,770 515 982 1,265 282 Copyright 2025 Taikisha Ltd., All Rights Reserved. 18

19. Slide 19: 2026 2026 1,791 2,355 1,254 1,770 1,050 399 603 720 116 33.7% 30.6% -3.1pt

    2026 3 2025 3 2026 3 1,791 2,355 563 537 585 47 1,254 1,770 515 650 1,050 399 603 720 116 33.7% 30.6% -3.1pt ▍ 2,500 +31.4% 2,355 2,080 2,000 1,719 1,791 720 771 1,500 459 603 1,000 1,050 947 897 650 500 537 585 361 362 0 2023.3 2024.3 2025.3 2026.3 Copyright 2025 Taikisha Ltd., All Rights Reserved.

20. Slide 20: 2026 2026 1,265 1,071 81.2% .7% 3.4pt ▍ ( ) +28.8% 1400 1,265 1200

    2026 3 2025 3 2026 3 982 1,265 282 184 194 9 797 1,071 273 81.2% 84.7% 3.4pt ▍ ( ) +28.8% 1400 1,265 1200 916 982 1000 805 800 1,071 600 692 797 587 400 200 217 224 184 194 0 2023.3 2024.3 2025.3 2026.3 Copyright 2025 Taikisha Ltd., All Rights Reserved. 20

21. Slide 21: -0.7pt -0.8pt -0.7pt

    2026 3 2025 3 2026 3 2,762 2,790 27 1,445 1,393 -52 1,316 1,397 80 1,694 1,870 175 368 420 51 1,325 1,450 124 1,067 920 -147 199 182 -17 7.2% 6.5% -0.7pt 152 153 0 9.0% 8.2% -0.8pt 42 30 -12 4.0% 3.3% -0.7pt Copyright 2025 Taikisha Ltd., All Rights Reserved. 21

22. Slide 22: 0.6pt -0.8pt

    2026 3 2025 3 2026 3 1,694 1,870 175 368 420 51 1,325 1,450 124 719 770 50 606 680 73 35.8% 36.4% 0.6pt 152 153 0 9.0% 8.2% -0.8pt ▍ +10.4% 400 2,500 350 2,165 2,000 1,718 1,694 1,870 300 740 250 1,500 487 680 606 200 1,000 150 777 1,017 770 719 100 500 145 170 152 153 50 453 407 368 420 0 0 2023.3

23. Slide 23: 11.4pt -0.7pt

    2026 3 2025 3 2026 3 1,067 920 -147 357 203 -154 710 717 6 66.5% 77.9% 11.4pt 42 30 -12 4.0% 3.3% -0.7pt ▍ ( ) -13.9% ( 1,067 1030 920 60 50 830 770 710 40 630 429 717 30 430 637 42 20 230 317 28 30 357 10 30 111 132 203 0 -170 -16 -10 -370 -20 2023.3 2024.3 2025.3 2026.3 Copyright 2025 Taikisha Ltd

24. Slide 24: INDEX

    INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 24

25. Slide 25: ROE

    2023 3 2024 3 2025 3 3,500 18.0% 16.3% 15.4% 16.0% 3,000 14.8% 2,147 2,935 2,762 14.0% 330 433 450 2,500 2,935 12.0% 15.4% 14.8% 16.3% 2,000 2,762 10.0% 115 182 179 2,147 1,500 6.8% 7.2% 8.0% 5.4% 6.2% 6.5% 6.1% 6.5% 6.0% 1,000 5.4% 6.2% 130 198 199 5.3% 4.0% 4.0% 500 3.7% 6.1% 6.8% 7.2% 2.0% 79 156

26. Slide 26: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    2024 2025 2024 2025 3 3 3 3 2,033 2,109 75 1,035 1,010 -24 554 475 -79 648 495 -152 1,253 1,519 265 37 132 94 90 - -90 138 196 57 33 34 0 3 3 -0 112 92 -19 206 182 -24 -10 -12 -2 114 109 -4 631 575 -56 1,149 1,119 -29 116 137 20 1,515 1,564 49 35 7 -28 64 64 - 24 12 -11 36 37 1 308 263 -45 1,118 1,1

27. Slide 27: CF CF:

    CF CF: ▍ 21 -55 207 632 19 -212 -212 +193 439 -49 30 420 19 2023.3 2024.3 2025.3 Copyright 2025 Taikisha Ltd., All Rights Reserved. 27

28. Slide 28: INDEX

    INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 28

29. Slide 29: ROE ROE

    5 2023 3 2024 3 2025 3 2027 3 2,150 2,230 2,360 2,700 2,125 2,235 2,380 2,650 120 135 150 165 86 91 96 ROE 6.8% 7.0% 7.2% 2023 3 2024 3 2025 3 2,886 2,635 2,774 2,147 2,935 2,762 130 198 199 79 156 110 ROE 6.3% 11.6% 7.6% Copyright 2024 Taikisha Ltd., All Rights Reserved. 29

30. Slide 30: Copyright 2024 Taikisha Ltd., All Rights Reserved.

    Copyright 2024 Taikisha Ltd., All Rights Reserved. 30

31. Slide 31: M A Nicomac Taikisha Clean Rooms Private Limited

    158 M A 200 • Nicomac Taikisha Clean Rooms Private Limited 57 • 2024 7 Taikisha Deutschland GmbH • BIM DX • 34 200 • • TISA R&D TIGS • 67 Copyright 2024 Taikisha Ltd., All Rights Reserved. 31

32. Slide 32: BIM

    BIM Copyright 2024 Taikisha Ltd., All Rights Reserved. 32

33. Slide 33: INDEX

    INDEX 1. P.03 2. P.10 3. P.24 4. P.28 2023 3 2025 3 5. Appendix P.33 Copyright 2025 Taikisha Ltd., All Rights Reserved. 33

34. Slide 34: (DOE) 4.0% DOE ROE

    (DOE) 4.0% 2026 3 DOE ROE 4.0% 10% 40% 2026 3 94 ▍ DOE ▍ DOE DOE DOE 160.0 60.00% 4.5% 4.0% 4.0% 51.6% 49.8% 2,000 4.0% 140.0 47.0% 50.00% 42.5% 3.2% 38.8% 3.2% 3.2% 3.5% 120.0 37.3% 37.0% 3.2% 40.00% 1,500 2.8% 2.7% 1,557 3.0% 1,480 1,497 100.0 1,440 103.0 30.00% 2.5% 1,246 1,257 80.0 1,210 27.8% 9

35. Slide 35: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    2026 3 50 (2026 3 2025 5 15 50 ▍ 200.0 100.0% 180.0 89.3% 91.5% 80.5% 80.0% 160.0 63.9% 60.7% 70.5% 140.0 60.0% 54.0% 120.0 47.2% 42.2% 37.5% 40.6% 100.0 35.1% 40.0% 30.2% 37.2% 50.0 50.0 80.0 20.0% 60.0 30.0 20.0 20.0 40.0 22.0 0.0 0.0 0.0 0.0 59.7 61.3 0.0% 10.0 5.0 17.4 0.0 43.3 46.9 20.0 34.2 34

36. Slide 36: ROE

    ▍ROE • ROE • • 0.140 • • 0.120 11.6% 10.3% 0.100 • 8.1% 0.080 7.6% • 6.4% 0.060 7.2% • 6.3% 6.6% 6.4% • 0.040 • • 0.020 • 0.000 2023.3 2024.3 2025.3 2026.3 2028.3 • • IR • • • Copyright 2025 Taikisha Ltd., All Rights Reserved. 36

37. Slide 37: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    2023 3 2024 3 2025 3 2026 3 2028 3 31 42 33 50 21.8% 22.0% 18.0% 15% (2028 3 ) ▍ 21.8% 22.0% 100 18.0% 80 15.0% 15% 60 2028 40 50 42 31 33 20 0 2023.3 2024.3 2025.3 2026.3 2028.3 Copyright 2025 Taikisha Ltd., All Rights Reserved. 37

38. Slide 38: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    ▍ 2 1,200 2024.3 2025.3 1,000 789 800 643 600 400 400 245 241 216 143 200 107 97 56 137 142 81 77 58 23 19 28 0 ▍ 1,200 1,166 2024.3 2025.3 1,000 833 800 600 400 316 248 232 251 195 200 109 112 38 77 25 53 25 40 2 23 105 0 Copyright 2025 Taikisha Ltd., All Rights Reserved. 38

39. Slide 39: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    ▍ ▍ 52% 50% 53% 55% 53% 47% 40% 43% 43% 43% 42% 36% 2,000 2,000 1,800 1,718 1,800 1,757 1,600 1,600 1,400 1,356 1,254 1,400 1,264 1,325 1,200 983 1,200 1,133 1,000 818 584 1,000 631 696 800 800 600 537 600 453 407 368 400 361 735 362 306 400 669 257 633 236 624 166 629 200 170 174 538 200 191 231 19

40. Slide 40: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    ▍ ▍ 47.6% 44.0% 31.2% 26.6% 35.4% 32.4% 1,067 1000 982 916 1000 800 805 800 770 480 689 600 721 600 554 431 429 400 400 290 200 436 200 339 378 251 261 139 0 0 2023.3 2024.3 2025.3 2023.3 2024.3 2025.3 ※ Copyright 2025 Taikisha Ltd., All Rights Reserved. 40

41. Slide 41: Copyright 2025 Taikisha Ltd., All Rights Reserved.

    ▍ 2023.3 1,527 1,359 2024.3 1,484 1,151 2025.3 1,372 1,401 2023.3 97 164 337 346 222 185 5 2024.3 414 134 271 111 8 195 15 2025.3 278 193 301 119 49 389 70 ▍ 2023.3 1,342 805 2024.3 1,557 1,377 2025.3 1,445 1,316 2023.3 62 197 236 139 30 131 7 2024.3 206 205 325 274 182 177 5 2025.3 330 192 353 175

42. Slide 42: Taikisha Thailand Co., Ltd. / Wu-Zhou Taikisha Engineering

    4 Taikisha Thailand Co., Ltd. Wu-Zhou Taikisha Engineering Co., Ltd. 250 300 303 197 205 193 200 192 250 238 32 27 22 130 164 32 200 150 30 134 110 161 32 150 100 110 104 105 77 164 178 171 159 100 134 172 74 42 50 101 50 73 127 63 84 0 35 31 0 2023.3 2024.3 2025.3 2023.3 2024.3 2025.3 Taikisha USA,

43. Slide 43: IR

    IR TEL 03-5338-5052 FAX 03-5338-5195 Copyright 2025 Taikisha Ltd., All Rights Reserved. 43

Taikisha — FY2025 Earnings Presentation on 6ix